See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,348 | $95,971+380.7% | $74,550+518.8% | $135,375+240.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.78% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $25,345 | $2,716+833.1% | $1,961+1192.5% | $4,779+430.4% |
| Participant deferral / active EE | $18,086 | $3,843+370.6% | $3,108+481.9% | $5,609+222.5% |
| Admin fee / account holder | $26 | $6,522-99.6% | $5,060-99.5% | $10,827-99.8% |